Muhlenkamp & Co as of March 31, 2013
Portfolio Holdings for Muhlenkamp & Co
Muhlenkamp & Co holds 0 positions in its portfolio as reported in the March 2013 quarterly 13F filing
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------
{S} {C} {C} {C} {C} {C} {C} {C} {C} {C} {C} {C}
ALLEGIANT TRAVEL CO COM 01748X102 ? 92760.0000 SH Sole 92760.0000
ALLIANCE DATA SYS CORP COM COM 018581108 ? 177595.0000 SH Sole 177595.0000
AMERICAN AXLE & MFG COM COM 024061103 ? 410420.0000 SH Sole 410420.0000
AMERICAN POWER GROUP CORP COM 02906V102 ? 43485.0000 SH Sole 43485.0000
ASBURY AUTOMOTIVE GP COM COM 043436104 ? 213740.0000 SH Sole 213740.0000
American International Group COM 026874784 ? 418370.0000 SH Sole 418370.0000
Anadarko Petroleum Corp. COM 032511107 ? 15715.0000 SH Sole 15715.0000
Apple Computer Inc. COM 037833100 ? 18402.0000 SH Sole 18402.0000
BELLATRIX EXPLORATION COM COM 078314101 ? 33040.0000 SH Sole 33040.0000
Berkshire Hathaway CL B COM 084670702 ? 153550.0000 SH Sole 153550.0000
C^J ENERGY SVCS INC COM COM 12467B304 ? 106775.0000 SH Sole 106775.0000
CELGENE CORP COM COM 151020104 ? 183000.0000 SH Sole 183000.0000
CLEAN ENERGY FUELS CRP COM COM 184499101 ? 451160.0000 SH Sole 451160.0000
COVIDIEN PLC SHS COM G2554F113 ? 374540.0000 SH Sole 374540.0000
CYPRESS SEMICONDUCTOR COM COM 232806109 ? 320862.0000 SH Sole 320862.0000
Cisco Systems Inc COM 17275R102 ? 48619.0000 SH Sole 48619.0000
Citigroup Inc. COM 172967424 ? 329510.0000 SH Sole 329510.0000
Corning Inc. COM 219350105 ? 796252.0000 SH Sole 796252.0000
DISCOVER FINL SVCS COM COM 254709108 ? 36210.0000 SH Sole 36210.0000
Delta Air Lines COM 247361702 ? 80050.0000 SH Sole 80050.0000
EMAGIN CORP COM NEW COM 29076N206 ? 11970.0000 SH Sole 11970.0000
EZCHIP SEMICONDUCTOR COM M4146Y108 ? 321350.0000 SH Sole 321350.0000
FUEL SYS SOLUTIONS INC COM COM 35952W103 ? 80833.0000 SH Sole 80833.0000
GLOBUS MED INC CL A COM 379577208 ? 95935.0000 SH Sole 95935.0000
General Electric COM 369604103 ? 602865.0000 SH Sole 602865.0000
General Motors Co. COM 37045V100 ? 456800.0000 SH Sole 456800.0000
HANESBRANDS INC COM COM 410345102 ? 41285.0000 SH Sole 41285.0000
Halliburton Co. COM 406216101 ? 437980.0000 SH Sole 437980.0000
INNOVATIVE SOLTNS^SUPP COM COM 45769N105 ? 403249.0000 SH Sole 403249.0000
Intel Corp COM 458140100 ? 943545.0000 SH Sole 943545.0000
J.P. Morgan Chase & Co. COM 46625H100 ? 446485.0000 SH Sole 446485.0000
LATTICE SEMICONDUCTOR CORP COM 518415104 ? 643270.0000 SH Sole 643270.0000
LIFE TECHNOLOGIES CORP COM COM 53217V109 ? 50000.0000 SH Sole 50000.0000
LINCOLN NATL CORP IND COM COM 534187109 ? 304695.0000 SH Sole 304695.0000
Microsoft Corp COM 594918104 ? 652760.0000 SH Sole 652760.0000
Oracle Corp COM 68389X105 ? 427983.0000 SH Sole 427983.0000
PHILIP MORRIS INTL. INC. COM 718172109 ? 243942.3650 SH Sole 243942.3650
PNC Financial COM 693475105 ? 102365.0000 SH Sole 102365.0000
Pfizer Inc COM 717081103 ? 36364.0000 SH Sole 36364.0000
Pulte Homes, Inc. COM 745867101 ? 220600.0000 SH Sole 220600.0000
REX ENERGY CORP COM 761565100 ? 823280.0000 SH Sole 823280.0000
Rush Enterprises CLA COM 781846209 ? 385002.0000 SH Sole 385002.0000
Rush Enterprises CLB COM 781846308 ? 78307.0000 SH Sole 78307.0000
SONIC AUTOMOTIVE INC CL A COM 83545G102 ? 977620.0000 SH Sole 977620.0000
SPIRIT AIRLS INC COM COM 848577102 ? 55865.0000 SH Sole 55865.0000
State Street Corp COM 857477103 ? 421078.0000 SH Sole 421078.0000
TEVA PHARMACEUTCL INDS ADR COM 881624209 ? 287810.0000 SH Sole 287810.0000
UNIVERSAL DISPLAY CORP COM COM 91347P105 ? 105385.0000 SH Sole 105385.0000
WESTPORT INNOVATIONS COM NEW COM 960908309 ? 605842.0000 SH Sole 605842.0000
ISHARES FTSE CHINA 25 INDEX FU 464287184 ? 206000.0000 SH Sole 206000.0000
ISHARES INC MSCI TAIWAN 464286731 ? 70050.0000 SH Sole 70050.0000